View Past PerformanceXref バランスシートの健全性財務の健全性 基準チェック /26Xrefの総株主資本はA$-5.1M 、総負債はA$6.9Mで、負債比率は-136.1%となります。総資産と総負債はそれぞれA$15.4MとA$20.5Mです。主要情報-136.10%負債資本比率AU$6.90m負債インタレスト・カバレッジ・レシオn/a現金AU$2.76mエクイティ-AU$5.07m負債合計AU$20.48m総資産AU$15.41m財務の健全性に関する最新情報分析記事 • Feb 25Is Xref (ASX:XF1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 09Does Xref (ASX:XF1) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 30Xref (ASX:XF1) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 09Xref (ASX:XF1) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...すべての更新を表示Recent updatesNew Risk • Apr 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$12.8m (US$9.02m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$5.1m). Earnings have declined by 22% per year over the past 5 years. Market cap is less than US$10m (AU$12.8m market cap, or US$9.02m).New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$5.1m). Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$23.1m market cap, or US$16.4m).お知らせ • Feb 21Xref Limited Announces Change of Company Secretary, Effective from 20 February 2026Xref Limited announced the appointment of Ms Kamille Dietrich of Automic Group as Company Secretary of the Company effective 20 February 2026. Ms Dietrich is an experienced Company Secretary and, as a member of Automic Group’s Company Secretarial team, Ms Dietrich acts as Company Secretary to ASX listed and unlisted public companies across a range of industries. Following Ms Dietrich’s appointment, the Company advised that Mr. Robert Waring has stepped down as Company Secretary, effective immediately. For the purpose of ASX Listing Rule 12.6, Ms Dietrich will be the person responsible for communications between the Company and ASX. The appointment of Ms Dietrich was made in accordance with ASX Listing Rule 3.16.1.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$4.4m). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$25.3m market cap, or US$17.8m).お知らせ • Sep 25Xref Limited, Annual General Meeting, Nov 17, 2025Xref Limited, Annual General Meeting, Nov 17, 2025.Reported Earnings • Aug 29Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.03 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (improved from AU$0.03 loss in FY 2024). Revenue: AU$21.3m (up 7.3% from FY 2024). Net loss: AU$1.95m (loss narrowed 66% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Mar 21Xref Limited has completed a Follow-on Equity Offering in the amount of AUD 3.630438 million.Xref Limited has completed a Follow-on Equity Offering in the amount of AUD 3.630438 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,926,443 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0065 Transaction Features: Subsequent Direct Listingお知らせ • Feb 05SEEK International Investments Pty Ltd cancelled the acquisition of Xref Limited (ASX:XF1) for AUD 40 million.SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million on October 14, 2024. A cash consideration valued at AUD 0.218 per share will be paid by SEEK Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and consummation of due diligence investigation. The deal has been unanimously approved by the board. The Supreme Court of New South Wales has approved the transaction. As of February 3, 2025, the Scheme was approved by the requisite number of Xref Shareholders but was not approved by at least 75% of the votes cast by Xref Shareholders present and voting at the meeting. As a result, the Scheme was not approved by the requisite majorities. SEEK International Investments Pty Ltd cancelled the acquisition of Xref Limited (ASX:XF1) for AUD 40 million on February 3, 2025. Despite a unanimous recommendation from Xref’s Board of Directors and the Independent Expert concluding that the Scheme is fair and reasonable, and in the best interests of Xref shareholders in the absence of a superior proposal, 67.60% of votes cast were cast in favour of the Scheme, falling short of the required threshold of 75%. After detailed consideration, and having regard to the declaration of SEEK’s offer as being best and final in the absence of a competing proposal, SEEK and Xref have agreed to terminate the scheme implementation deed with immediate effect. BDO Corporate Finance Australia Pty Ltd as the Independent Expert for Xref Limited and Automic Share Registry acted as registrar for SEEK International Investments Pty Ltd.Reported Earnings • Dec 21First quarter 2025 earnings released: AU$0.003 loss per share (vs AU$0.011 loss in 1Q 2024)First quarter 2025 results: AU$0.003 loss per share (improved from AU$0.011 loss in 1Q 2024). Revenue: AU$5.43m (up 9.4% from 1Q 2024). Net loss: AU$542.0k (loss narrowed 74% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Dec 04Insider recently sold AU$4.7m worth of stockOn the 27th of November, Timothy Griffiths sold around 22m shares on-market at roughly AU$0.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$3.0m more than they bought in the last 12 months.お知らせ • Oct 22Xref Limited, Annual General Meeting, Nov 22, 2024Xref Limited, Annual General Meeting, Nov 22, 2024.お知らせ • Oct 15SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million.SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million on October 14, 2024. A cash consideration valued at AUD 0.218 per share will be paid by SEEK Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and consummation of due diligence investigation. The deal has been unanimously approved by the board.分析記事 • Sep 13Xref Limited's (ASX:XF1) 28% Dip In Price Shows Sentiment Is Matching RevenuesThe Xref Limited ( ASX:XF1 ) share price has fared very poorly over the last month, falling by a substantial 28...Reported Earnings • Aug 28Full year 2024 earnings released: AU$0.03 loss per share (vs AU$0.018 loss in FY 2023)Full year 2024 results: AU$0.03 loss per share (further deteriorated from AU$0.018 loss in FY 2023). Revenue: AU$19.9m (down 2.6% from FY 2023). Net loss: AU$5.68m (loss widened 69% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.分析記事 • Apr 02Market Cool On Xref Limited's (ASX:XF1) RevenuesXref Limited's ( ASX:XF1 ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a buy right now compared to...New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$203k). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (AU$375k sold). Market cap is less than US$100m (AU$26.1m market cap, or US$17.0m).Recent Insider Transactions • Jan 25Insider recently sold AU$375k worth of stockOn the 19th of January, Timothy Griffiths sold around 3m shares on-market at roughly AU$0.12 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Dec 29Potential Upside For Xref Limited (ASX:XF1) Not Without RiskYou may think that with a price-to-sales (or "P/S") ratio of 1.3x Xref Limited ( ASX:XF1 ) is a stock worth checking...お知らせ • Oct 06Xref Limited, Annual General Meeting, Nov 13, 2023Xref Limited, Annual General Meeting, Nov 13, 2023, at 17:30 AUS Eastern Standard Time.New Risk • Oct 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$203k). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$37.2m market cap, or US$23.7m).Reported Earnings • Aug 30Full year 2023 earnings released: AU$0.018 loss per share (vs AU$0.004 profit in FY 2022)Full year 2023 results: AU$0.018 loss per share (down from AU$0.004 profit in FY 2022). Revenue: AU$20.4m (up 9.7% from FY 2022). Net loss: AU$3.36m (down AU$4.09m from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$39.1m market cap, or US$25.1m).分析記事 • Aug 16Market Cool On Xref Limited's (ASX:XF1) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 2x Xref Limited ( ASX:XF1 ) is a stock worth checking out...Board Change • Aug 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman Tom Stianos was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Feb 25Is Xref (ASX:XF1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 24First half 2023 earnings released: AU$0.008 loss per share (vs AU$0 in 1H 2022)First half 2023 results: AU$0.008 loss per share (further deteriorated from AU$0 in 1H 2022). Revenue: AU$9.61m (up 8.3% from 1H 2022). Net loss: AU$1.47m (loss widened AU$1.43m from 1H 2022). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Dec 03Independent Non-Executive Chairman recently bought AU$68k worth of stockOn the 30th of November, Thomas Stianos bought around 200k shares on-market at roughly AU$0.34 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.分析記事 • Nov 09Does Xref (ASX:XF1) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.004 (vs AU$0 in FY 2021)Full year 2022 results: EPS: AU$0.004 (up from AU$0 in FY 2021). Revenue: AU$18.6m (up 48% from FY 2021). Net income: AU$729.6k (up AU$651.5k from FY 2021). Profit margin: 3.9% (up from 0.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Jun 30Xref (ASX:XF1) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 09Xref (ASX:XF1) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 06First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0 (up from AU$0.01 loss in 1H 2021). Revenue: AU$8.87m (up 73% from 1H 2021). Net loss: AU$37.0k (loss narrowed 98% from 1H 2021). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 21Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be AU$0.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. The company has become profitable over the last year.Executive Departure • Nov 30Non Executive Director Bradley Rosser has left the companyOn the 26th of November, Bradley Rosser's tenure as Non Executive Director ended after 5.3 years in the role. As of September 2021, Bradley still personally held 393.61k shares (AU$211k worth at the time). A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Jun 18Co-Founder recently bought AU$162k worth of stockOn the 16th of June, Lee-Martin Seymour bought around 556k shares on-market at roughly AU$0.29 per share. This was the largest purchase by an insider in the last 3 months. This was Lee-Martin's only on-market trade for the last 12 months.Recent Insider Transactions • May 07Non-Executive Chairman recently bought AU$99k worth of stockOn the 4th of May, Bradley Rosser bought around 350k shares on-market at roughly AU$0.28 per share. This was the largest purchase by an insider in the last 3 months. This was Bradley's only on-market trade for the last 12 months.Executive Departure • Mar 09Co-Founder & Chief Strategy Officer Timothy Griffiths has left the companyOn the 8th of March, Timothy Griffiths' tenure in the role of Co-Founder & Chief Strategy Officer ended. As of December 2020, Timothy personally held 30.93m shares (AU$11m worth at the time). Timothy is the only executive to leave the company over the last 12 months.Reported Earnings • Mar 04First half 2021 earnings released: AU$0.01 loss per share (vs AU$0.04 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$4.69m (up 37% from 1H 2020). Net loss: AU$1.99m (loss narrowed 71% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 02New 90-day low: AU$0.25The company is down 31% from its price of AU$0.36 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 9.0% over the same period.分析記事 • Feb 23How Much Is Xref Limited (ASX:XF1) Paying Its CEO?Lee-Martin Seymour is the CEO of Xref Limited ( ASX:XF1 ), and in this article, we analyze the executive's compensation...分析記事 • Dec 31Xref's(ASX:XF1) Share Price Is Down 49% Over The Past Three Years.Xref Limited ( ASX:XF1 ) shareholders will doubtless be very grateful to see the share price up 143% in the last...Is New 90 Day High Low • Dec 04New 90-day high: AU$0.38The company is up 150% from its price of AU$0.15 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 15% over the same period.分析記事 • Nov 24What Did Xref's (ASX:XF1) CEO Take Home Last Year?The CEO of Xref Limited (ASX:XF1) is Lee-Martin Seymour, and this article examines the executive's compensation...Is New 90 Day High Low • Nov 18New 90-day high: AU$0.26The company is up 49% from its price of AU$0.17 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period.Is New 90 Day High Low • Oct 22New 90-day high: AU$0.21The company is up 50% from its price of AU$0.14 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 22% over the same period.お知らせ • Jul 31Xref Limited (ASX:XF1) completed the acquisition of RapidID Pty Limited.Xref Limited (ASX:XF1) entered share purchase agreement to acquire RapidID Pty Limited for AUD 1.5 million on July 1, 2019. As part of the transaction, consideration will be paid in a combination of cash of AUD 0.6 million and AUD 0.9 million shares of Xref Limited. Ashley Hoey will join Xref Limited along with his development team of two and will continue to develop the RapidID platform and business as General Manager. Xref Limited (ASX:XF1) completed the acquisition of RapidID Pty Limited on August 9, 2019.財務状況分析短期負債: XF1は マイナスの株主資本 を有しており、これは 短期資産 が 短期負債 をカバーしていないことよりも深刻な状況です。長期負債: XF1は株主資本がマイナスであり、これは短期資産が 長期負債 をカバーしていないことよりも深刻な状況です。デット・ツー・エクイティの歴史と分析負債レベル: XF1は 株主資本がマイナス となっており、これは高い負債レベルよりも深刻な状況です。負債の削減: XF1の株主資本はマイナスなので、時間の経過とともに負債が減少したかどうかを確認する必要はありません。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: XF1は、現在の フリーキャッシュフロー に基づき、1 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: XF1は、フリー キャッシュ フローが毎年14.9 % の歴史的成長率で成長し続ける場合、 1.6年間十分なキャッシュ ランウェイを有します。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 13:08終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Xref Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Nicholas McGarrigleOrd Minnett Limited
分析記事 • Feb 25Is Xref (ASX:XF1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 09Does Xref (ASX:XF1) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 30Xref (ASX:XF1) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 09Xref (ASX:XF1) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Apr 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$12.8m (US$9.02m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$5.1m). Earnings have declined by 22% per year over the past 5 years. Market cap is less than US$10m (AU$12.8m market cap, or US$9.02m).
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$5.1m). Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$23.1m market cap, or US$16.4m).
お知らせ • Feb 21Xref Limited Announces Change of Company Secretary, Effective from 20 February 2026Xref Limited announced the appointment of Ms Kamille Dietrich of Automic Group as Company Secretary of the Company effective 20 February 2026. Ms Dietrich is an experienced Company Secretary and, as a member of Automic Group’s Company Secretarial team, Ms Dietrich acts as Company Secretary to ASX listed and unlisted public companies across a range of industries. Following Ms Dietrich’s appointment, the Company advised that Mr. Robert Waring has stepped down as Company Secretary, effective immediately. For the purpose of ASX Listing Rule 12.6, Ms Dietrich will be the person responsible for communications between the Company and ASX. The appointment of Ms Dietrich was made in accordance with ASX Listing Rule 3.16.1.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$4.4m). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$25.3m market cap, or US$17.8m).
お知らせ • Sep 25Xref Limited, Annual General Meeting, Nov 17, 2025Xref Limited, Annual General Meeting, Nov 17, 2025.
Reported Earnings • Aug 29Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.03 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (improved from AU$0.03 loss in FY 2024). Revenue: AU$21.3m (up 7.3% from FY 2024). Net loss: AU$1.95m (loss narrowed 66% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 21Xref Limited has completed a Follow-on Equity Offering in the amount of AUD 3.630438 million.Xref Limited has completed a Follow-on Equity Offering in the amount of AUD 3.630438 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,926,443 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0065 Transaction Features: Subsequent Direct Listing
お知らせ • Feb 05SEEK International Investments Pty Ltd cancelled the acquisition of Xref Limited (ASX:XF1) for AUD 40 million.SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million on October 14, 2024. A cash consideration valued at AUD 0.218 per share will be paid by SEEK Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and consummation of due diligence investigation. The deal has been unanimously approved by the board. The Supreme Court of New South Wales has approved the transaction. As of February 3, 2025, the Scheme was approved by the requisite number of Xref Shareholders but was not approved by at least 75% of the votes cast by Xref Shareholders present and voting at the meeting. As a result, the Scheme was not approved by the requisite majorities. SEEK International Investments Pty Ltd cancelled the acquisition of Xref Limited (ASX:XF1) for AUD 40 million on February 3, 2025. Despite a unanimous recommendation from Xref’s Board of Directors and the Independent Expert concluding that the Scheme is fair and reasonable, and in the best interests of Xref shareholders in the absence of a superior proposal, 67.60% of votes cast were cast in favour of the Scheme, falling short of the required threshold of 75%. After detailed consideration, and having regard to the declaration of SEEK’s offer as being best and final in the absence of a competing proposal, SEEK and Xref have agreed to terminate the scheme implementation deed with immediate effect. BDO Corporate Finance Australia Pty Ltd as the Independent Expert for Xref Limited and Automic Share Registry acted as registrar for SEEK International Investments Pty Ltd.
Reported Earnings • Dec 21First quarter 2025 earnings released: AU$0.003 loss per share (vs AU$0.011 loss in 1Q 2024)First quarter 2025 results: AU$0.003 loss per share (improved from AU$0.011 loss in 1Q 2024). Revenue: AU$5.43m (up 9.4% from 1Q 2024). Net loss: AU$542.0k (loss narrowed 74% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Dec 04Insider recently sold AU$4.7m worth of stockOn the 27th of November, Timothy Griffiths sold around 22m shares on-market at roughly AU$0.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$3.0m more than they bought in the last 12 months.
お知らせ • Oct 22Xref Limited, Annual General Meeting, Nov 22, 2024Xref Limited, Annual General Meeting, Nov 22, 2024.
お知らせ • Oct 15SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million.SEEK Limited (ASX:SEK) entered into Exclusivity Deed to acquire Xref Limited (ASX:XF1) for AUD 40 million on October 14, 2024. A cash consideration valued at AUD 0.218 per share will be paid by SEEK Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and consummation of due diligence investigation. The deal has been unanimously approved by the board.
分析記事 • Sep 13Xref Limited's (ASX:XF1) 28% Dip In Price Shows Sentiment Is Matching RevenuesThe Xref Limited ( ASX:XF1 ) share price has fared very poorly over the last month, falling by a substantial 28...
Reported Earnings • Aug 28Full year 2024 earnings released: AU$0.03 loss per share (vs AU$0.018 loss in FY 2023)Full year 2024 results: AU$0.03 loss per share (further deteriorated from AU$0.018 loss in FY 2023). Revenue: AU$19.9m (down 2.6% from FY 2023). Net loss: AU$5.68m (loss widened 69% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 02Market Cool On Xref Limited's (ASX:XF1) RevenuesXref Limited's ( ASX:XF1 ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a buy right now compared to...
New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$203k). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (AU$375k sold). Market cap is less than US$100m (AU$26.1m market cap, or US$17.0m).
Recent Insider Transactions • Jan 25Insider recently sold AU$375k worth of stockOn the 19th of January, Timothy Griffiths sold around 3m shares on-market at roughly AU$0.12 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Dec 29Potential Upside For Xref Limited (ASX:XF1) Not Without RiskYou may think that with a price-to-sales (or "P/S") ratio of 1.3x Xref Limited ( ASX:XF1 ) is a stock worth checking...
お知らせ • Oct 06Xref Limited, Annual General Meeting, Nov 13, 2023Xref Limited, Annual General Meeting, Nov 13, 2023, at 17:30 AUS Eastern Standard Time.
New Risk • Oct 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$203k). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$37.2m market cap, or US$23.7m).
Reported Earnings • Aug 30Full year 2023 earnings released: AU$0.018 loss per share (vs AU$0.004 profit in FY 2022)Full year 2023 results: AU$0.018 loss per share (down from AU$0.004 profit in FY 2022). Revenue: AU$20.4m (up 9.7% from FY 2022). Net loss: AU$3.36m (down AU$4.09m from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$39.1m market cap, or US$25.1m).
分析記事 • Aug 16Market Cool On Xref Limited's (ASX:XF1) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 2x Xref Limited ( ASX:XF1 ) is a stock worth checking out...
Board Change • Aug 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman Tom Stianos was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Feb 25Is Xref (ASX:XF1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 24First half 2023 earnings released: AU$0.008 loss per share (vs AU$0 in 1H 2022)First half 2023 results: AU$0.008 loss per share (further deteriorated from AU$0 in 1H 2022). Revenue: AU$9.61m (up 8.3% from 1H 2022). Net loss: AU$1.47m (loss widened AU$1.43m from 1H 2022). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Dec 03Independent Non-Executive Chairman recently bought AU$68k worth of stockOn the 30th of November, Thomas Stianos bought around 200k shares on-market at roughly AU$0.34 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.
分析記事 • Nov 09Does Xref (ASX:XF1) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.004 (vs AU$0 in FY 2021)Full year 2022 results: EPS: AU$0.004 (up from AU$0 in FY 2021). Revenue: AU$18.6m (up 48% from FY 2021). Net income: AU$729.6k (up AU$651.5k from FY 2021). Profit margin: 3.9% (up from 0.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Jun 30Xref (ASX:XF1) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 09Xref (ASX:XF1) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 06First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0 (up from AU$0.01 loss in 1H 2021). Revenue: AU$8.87m (up 73% from 1H 2021). Net loss: AU$37.0k (loss narrowed 98% from 1H 2021). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 21Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be AU$0.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. The company has become profitable over the last year.
Executive Departure • Nov 30Non Executive Director Bradley Rosser has left the companyOn the 26th of November, Bradley Rosser's tenure as Non Executive Director ended after 5.3 years in the role. As of September 2021, Bradley still personally held 393.61k shares (AU$211k worth at the time). A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Jun 18Co-Founder recently bought AU$162k worth of stockOn the 16th of June, Lee-Martin Seymour bought around 556k shares on-market at roughly AU$0.29 per share. This was the largest purchase by an insider in the last 3 months. This was Lee-Martin's only on-market trade for the last 12 months.
Recent Insider Transactions • May 07Non-Executive Chairman recently bought AU$99k worth of stockOn the 4th of May, Bradley Rosser bought around 350k shares on-market at roughly AU$0.28 per share. This was the largest purchase by an insider in the last 3 months. This was Bradley's only on-market trade for the last 12 months.
Executive Departure • Mar 09Co-Founder & Chief Strategy Officer Timothy Griffiths has left the companyOn the 8th of March, Timothy Griffiths' tenure in the role of Co-Founder & Chief Strategy Officer ended. As of December 2020, Timothy personally held 30.93m shares (AU$11m worth at the time). Timothy is the only executive to leave the company over the last 12 months.
Reported Earnings • Mar 04First half 2021 earnings released: AU$0.01 loss per share (vs AU$0.04 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$4.69m (up 37% from 1H 2020). Net loss: AU$1.99m (loss narrowed 71% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 02New 90-day low: AU$0.25The company is down 31% from its price of AU$0.36 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 9.0% over the same period.
分析記事 • Feb 23How Much Is Xref Limited (ASX:XF1) Paying Its CEO?Lee-Martin Seymour is the CEO of Xref Limited ( ASX:XF1 ), and in this article, we analyze the executive's compensation...
分析記事 • Dec 31Xref's(ASX:XF1) Share Price Is Down 49% Over The Past Three Years.Xref Limited ( ASX:XF1 ) shareholders will doubtless be very grateful to see the share price up 143% in the last...
Is New 90 Day High Low • Dec 04New 90-day high: AU$0.38The company is up 150% from its price of AU$0.15 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 15% over the same period.
分析記事 • Nov 24What Did Xref's (ASX:XF1) CEO Take Home Last Year?The CEO of Xref Limited (ASX:XF1) is Lee-Martin Seymour, and this article examines the executive's compensation...
Is New 90 Day High Low • Nov 18New 90-day high: AU$0.26The company is up 49% from its price of AU$0.17 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Oct 22New 90-day high: AU$0.21The company is up 50% from its price of AU$0.14 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 22% over the same period.
お知らせ • Jul 31Xref Limited (ASX:XF1) completed the acquisition of RapidID Pty Limited.Xref Limited (ASX:XF1) entered share purchase agreement to acquire RapidID Pty Limited for AUD 1.5 million on July 1, 2019. As part of the transaction, consideration will be paid in a combination of cash of AUD 0.6 million and AUD 0.9 million shares of Xref Limited. Ashley Hoey will join Xref Limited along with his development team of two and will continue to develop the RapidID platform and business as General Manager. Xref Limited (ASX:XF1) completed the acquisition of RapidID Pty Limited on August 9, 2019.